2023 Form 5500 filing — The Auto Club Group 401k Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009112504NAL0031014896001) for The Auto Club Group 401k Plan, reported by Auto Club Insurance Association under EIN 38-0477270 and plan number 335. It reports 13,083 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009112504NAL0031014896001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Auto Club Insurance Association
- EIN
- 38-0477270
- Plan number
- 335
- Location
- Dearborn, MI
- Participants
- 13,083
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,119,572,833
- Net assets (EOY)
- $1,119,572,833
- Employer contributions
- $41,289,545
- Participant contributions
- $56,137,919
- Total income / additions
- $253,802,252
- Benefits paid
- $108,325,423
- Administrative expenses
- $1,324,842
- Total expenses
- $109,650,265
- Net increase / (decrease)
- $144,151,987
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Group | RECORDKEEPER | $949,077 | not reported in the loaded dataset |
| Vanguard Advisers, Inc. | INV-ADV | $409,215 | not reported in the loaded dataset |
| Nepc, LLC | TRUSTECO | $26,000 | not reported in the loaded dataset |
| Gjc Cpa'S & Advisors | ACCOUNTING | $21,150 | not reported in the loaded dataset |